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Oracle Private Wealth Advisors
Audrey Drossner established Oracle Private Wealth Advisors as a multi-family office in Lutherville, Maryland. The firm advises affluent families on investment...
Oracle Private Wealth Advisors
Audrey Drossner established Oracle Private Wealth Advisors as a multi-family office in Lutherville, Maryland. The firm advises affluent families on investment management, estate planning, and wealth transfer across generations. The firm allocates across hedge funds, secondaries, and philanthropic vehicles. It maintains exposure to public equities including Apple, NVIDIA, and Microsoft through its affiliate platform. Geographic focus centers on North America. Oracle Private Wealth Advisors does not run a dedicated direct deal program. The firm employs no disclosed headcount beyond its founding principal. It maintains one known philanthropic vehicle, The Kenneth S Battye Charitable Trust, established in 1991. January 2024: Oracle Private Wealth Advisors was acquired by Summit Financial, LLC and now operates as a DBA on that platform. Oracle Private Wealth Advisors sits inside Summit Financial Holdings as an affiliate RIA. This structure provides access to centralized investment and operational resources while preserving the original advisory team.
General information
Firm type
Multi Family Office
Year founded
2024
Location
Region
North America
Country
United States
City
Lutherville
Principals
Audrey Drossner
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Oracle Private Wealth Advisors?
Audrey Drossner serves as founder and leads the advisory team. Post-acquisition, investment execution occurs through the Summit Financial platform.
Is Oracle Private Wealth Advisors structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple affluent families.
Does Oracle Private Wealth Advisors participate in fund commitments or only direct deals?
The firm provides access to investments through partners and does not maintain a dedicated direct deal program.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed.
How is Oracle Private Wealth Advisors related to Summit Financial?
It became an affiliate partner and DBA of Summit Financial after the January 2024 acquisition.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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